Sage Data Migration

Sage Data Migration

Data Migration

If you’re ready to accelerate the growth of your business and upgrade your accounting system, just speak to us. SAM’s team will ensure that there’s no need to worry about losing your data.
Your business efficiencies and effectiveness can be boosted by applying SAM’s data migration process to your existing data. Which can be recovered from your existing systems or spreadsheets. This includes your supplier catalogue, product listings, customer account details, suppliers, and stock parts details.

Data Migration Phase

All data can be migrated from your current systems or spreadsheets into Sage 50 Accounts during the installation and implementation. After training, your team can hit the ground running with no need to re-enter or re-key information. To save time migrating your data, we ask that all data is preformatted correctly.  Consequently this means ensuring that all data fields are in the correct order. We can provide a spreadsheet template if necessary. 

You can use a spreadsheet to format the following data:

  • Business, financial and default settings.
  • Customer Records
  • Supplier Records
  • Stock Codes and Quantities (normally a stocktake is required)


✅ Additionally, within the system, there’s the functionality to import your supplier catalogues, allowing for a seamless integration of external product data into your inventory management system.

✅ Moreover, you have the capability to import your product listings from your eCommerce website or your stock control system, ensuring a smooth transfer of data into your inventory management system.

✅ Additionally, you can upload your data from your CRM or spreadsheets, ensuring seamless integration and keeping your client information up to date within the system.

✅ Furthermore, for assets under maintenance, we can upload their details, enabling you to seamlessly continue monitoring them within the system.

✅ Moreover, if you are using another software system to store your business data, we can migrate that data into Sage, ensuring a smooth transition.

✅ Furthermore, it’s time to stop using numerous spreadsheets to collate your data. Instead, we can upload your data into Sage, simplifying your complex systems and streamlining your operations.


✅  Data Integrity – The data migration process ensures the comprehensive assurance of the accuracy and consistency of your data.

✅  Minimizes disruption – A successful data migration process minimizes disruption of the daily business operations with minimal manual efforts

✅ Improves Current Systems – Migrating your data into Sage upgrades underlying applications and systems, thereby boosting organizational efficiency and effectiveness.

✅ Boosts Scalability – After your data has been migrated, it facilitates the scaling of resources to meet the growing needs of the business.

SAM Data Migration

Before commencing your project, our team will first assess the impact of the migration process on your business. Subsequently, we will assign responsibilities, establish agreed-upon timelines, and determine communication protocols for keeping you informed about the process. Then, our team will scope the requirements and proceed to design the migration methodology. This may entail the utilisation of specialised migration software, or alternatively, we may develop a tailored solution to manage the migration process effectively.

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